David Rubenstein, the founder and co-chairman of the Carlyle Group and host of “Bloomberg Wealth,” says he doesn’t expect the AI bubble to pop anytime soon. He speaks on “Bloomberg Surveillance.”
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US equity futures rise after a week of selloff in tech. The US says Washington and Tehran have agreed to pause attacking each other. South Korea plans to invest $880 billion into chips and data centers with firms including Samsung and SK Hynix. Ella Gude of BNY Investments Newton discusses the Fed’s Warsh era as central bankers gather for an annual forum in Sintra, Portugal.

00:00:00 Opening Headlines
00:00:42 Asia Markets: South Korea’s $880B AI Investment Push
00:02:03 Europe Markets & ECB Outlook
00:03:23 U.S. Markets Open Preview
00:04:38 Stocks in Focus: Samsung, SK Hynix & Corporate Movers
00:06:13 US-Iran Talks, Hormuz & Middle East Outlook
00:11:24 Trending on the Terminal
00:19:50 Front Page News
00:24:36 Ella Gude, BNY Investments Newton Head of Fixed Income
00:31:00 Trending on the Terminal
00:35:45 Hormuz, Ceasefire & Shipping Risks
00:41:42 What to Watch
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

On today’s show, European Central Bank officials have cautioned that the inflation shock caused by the Iran war is not over yet. But policymakers at the ECB’s annual forum in Sintra stopped short of calling for another interest-rate increase for now. Kevin Warsh is due to speak at the conference, in his first appearance on the international stage as Fed Chairman.

Oil edged higher despite the US touting progress in indirect talks with Iran in Qatar. A senior US official says ships are continuing to transit the Strait of Hormuz at higher levels.

And the US has lifted export restrictions on Anthropic’s Fable 5 AI model, after the Trump administration’s security concerns were addressed. Anthropic says it will begin restoring access on Wednesday.

Today’s guest: Sabrina Khanniche, Pictet Asset Management, Senior Economist.

Chapters:
00:00:00 – Daybreak Europe
00:00:49 – Asian Stocks Stable After Two-Day Rally
00:06:33 – Fed’s Warsh Due to Speak in Sintra Today
00:11:05 – ECB Remains Alert on Consumer Prices
00:15:17 – US Says Witkoff, Kushner Had Positive Talks in Doha on Iran Deal
00:18:09 – Goldman Sachs Warns of Crude Oversupply
00:21:01 – Anthropic Releases Claude Science
00:24:58 – Oil Steadies as US-Iran Talks Continue
00:31:32 – Sabrina Khanniche, Pictet Asset Management, Senior Economist
00:37:05 – Ireland Targets Rise in EU Defense Spending
00:39:22 – Trump Reports at Least $1.4 Billion in 2025 Crypto Earnings
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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:01 – Bloomberg: The Asia Trade begins
00:02:50 – Fed’s Warsh says inflation risks are fading
00:12:03 – Robertson Stephens’ Jeanette Garretty on US economic outlook
00:20:30 – Apple wants chips from Chinese firms on Pentagon blacklist
00:25:24 – Headline Growth’s Clarey Zhu on Asia fundraising plans
00:32:59 – Big Take: The leveraged AI bet that’s whipsawing markets around the world
00:37:03 – Bloomberg Economics: AI buildout is boosting US investment spending
00:41:36 – Musinsa Co-CEO Nam Cho on expansion and IPO plans
00:46:44 – Markets open in Japan, South Korea and Australia
00:50:24 – UBS Wealth Management’s Hartmut Issel on markets outlook
00:59:11 – BREAKING: SEC probes alleged insider options trades that hit Susquehanna
01:00:03 – Bloomberg Economics: Global economy to grow 3% in 2026, 4Q inflation at 4.5%
01:04:02 – Japanese PM Takaichi in India to boost ties as China tensions rise
01:06:43 – Nissan CEO on US investment, China market
01:12:01 – MUFG Innovation Partners CIO Takashi Sano on startups, VC ecosystem
01:20:14 – Meta building cloud business to sell excess AI compute
01:24:27 – GMI Cloud Founder and CEO Alex Yeh on business strategy
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Dan Skelly, managing director and head of the equity model portfolio team at Morgan Stanley Wealth Management, joins Lisa Mateo and Tom Keene on “Bloomberg Money.”
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